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Sponsor portfolioTH

FRANK LIQUOR COMPANY, INC.

EIN 39-0961308-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$91.3M assets
Welfare
1
$4.7M premiums
Participants
2,190
2115 PLEASANT VIEW ROAD - MIDDLETON, WI 53562608-836-6000frankbeer.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$91.3M - 1,296 part#504Fully Insured-$4.7M - 895 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 895 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Life$485K
  • Short-term disability$485K
  • Long-term disability$485K
  • Other$485K
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • DELTA DENTAL OF CALIFORNIA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $4.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • M3 INSURANCE SOLUTIONS INC95%
  • WATCHTOWER BENEFITS, LLC5%
Total $186K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FRANK LIQUOR COMPANY, INC. 401(K) PLAN

401k

Assets$91.3M
Participants1,296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FRANK LIQUOR COMPANY, INC WRAP PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$4.7M
Covered lives895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRANK LIQUOR COMPANY, INC. 401(K) PLAN401k$91.3M1,2962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FRANK LIQUOR COMPANY, INC WRAP PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$4.7M8952025
Retirement plans
Welfare plans
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